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Reconcile your bank account

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Summary

How to reconcile your bank account with Sage Accounting.

Resolution

We recommend regularly reconciling your bank accounts. This makes sure your bank account balance matches your actual bank account and your reports are accurate.

Before you start

Make sure you have your bank statement handy as you'll need this.

Record other transactions

Before you reconcile, make sure you record all bank transactions using one of the following methods:

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